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Jan 22, 2014

By HeartLine Administrator

Free Volunteer Income Tax Assistance

Tax filing season is upon us once again!  Do you avoid the stress of filing income taxes, or put this annual chore off until the last minute?  Are you worried about making costly mistakes on your  tax return?  There’s no need to wait or worry this year – volunteers are standing by to help!

Through the IRS’s Volunteer Income Tax Program, or VITA, families who earn less than $52,000 per year are generally able to qualify for assistance.  VITA partners can help file tax returns, and inform you about special tax credits your family may qualify for.  These include the Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled.  VITA sites can be found in convenient locations such as libraries, senior centers, and churches.

To have a tax return prepared by a VITA volunteer, you will need the following:

  • Proof of Identification (Picture ID)
  • Social Security Cards for you, your spouse, and dependents, or a Social Security Number verification letter issues by the Social Security Administration, or
  • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements: Form W2, W2-G, 1099-R, 1099- Misc from all employers
  • Interest and dividend statements from banks
  • A copy of last year’s federal and state returns if available
  • Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check.
  • Total paid for daycare provider and daycare provider’s tad identifying number if appropriate
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

Best of all, VITA tax assistance is free!  VITA program sites will begin serving the public after February 1st.  Call 211 for a list of VITA sites near you today.  211 is free, confidential, and available 24 hours a day.

This blog is brought to you by Kelly Rogers, Veteran Support Services Coordinator.

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